Cold lead generation strategies

Cold strategies are targeted at a mass market. They are costly and rarely effective for advisors who want to attract affluent clients. It is generally a better us of your time to focus on warm lead generation strategies.

Warm lead generation strategies

These strategies attract and pull your ideal prospects to you.

Warm strategies focus on cultivation, connections, and relationship building. They include expert and connector strategies. Warm strategies also include warm introductions which is how most prospects want to meet their consultant or advisor.

Types of Lead Generation

Chaser Strategies

Push “chaser strategies” focus on selling a product or service with little or no focus on the relationship.

Attractor Strategies

Pull “attractor strategies” focus on education, cultivation, and relationship building. The objective is to get the prospect to find you, so you don’t have to chase them.

Pull strategies take more time and patience because they focus on creating a relationship but are far more effective in the long run. When you take the time to create a deep, meaningful relationship, it will pay much bigger dividends in the long term.

Pull Strategies include Connector and Expert.

Connector Lead Generation Strategies

These strategies help you to connect with and deepen your relationship with your ideal prospect.

Connector Strategies allow you to create relationships and to connect on a deeper level with your prospects, clients, and referral partners, so that you can build trust and loyalty. They enable people to know, love, and trust you, so that they will continue to do business with you and to refer others to you.